Nepa/Susco Team - UBS Financial Services Inc.

Daniel Pessy is a Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc. in Pittsburgh, PA, with over 20 years of experience in advising high-net-worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His holistic approach to financial and retirement planning includes asset allocation analysis and investment manager selection, ensuring clients receive comprehensive wealth management services. Pessy is also actively involved in community initiatives, including Duquesne University and the American Cancer Society, and enjoys spending time with his family, golfing, and traveling. Generated from the website

Allen Belice, CEPA®, is a Senior Vice President in Wealth Management at UBS Financial Services Inc. in Pittsburgh, PA, bringing over 22 years of experience in the financial services industry, particularly in serving the wealth management needs of individual investors, business owners, and retirees. With a focus on financial and retirement planning, Belice aims to provide clients with the highest level of service, leveraging his educational background in Economics and Business from the University of Pittsburgh. He is committed to understanding clients' priorities and concerns to help them confidently pursue their life goals through a comprehensive approach that incorporates liquidity, longevity, and legacy strategies. Generated from the website

The Lowden Group, based in Pittsburgh, PA, is a team of experienced financial advisors at UBS Financial Services Inc. They offer tailored financial planning services to help clients achieve their goals and secure their financial future. With a focus on building long-term relationships and providing quality client service, the team emphasizes total wealth management, asset allocation, and retirement income strategies. Led by James Lowden, CFP, and Jeffrey Lowden, CFP, the team brings over 30 years of combined experience in the financial services industry. They have been recognized for their expertise and commitment to client satisfaction, receiving accolades such as Barron's Top Financial Advisors and Forbes Best-in-State Wealth Advisors. The Lowden Group is dedicated to helping individuals, families, professionals, and retirees navigate the complexities of financial planning and achieve their life goals.Generated from the website